Is JUMSF or JEPQ a better dividend investment in 2026?

JUMSF currently yields 4.17% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between JUMSF and JEPQ?

JUMSF has a forward dividend yield of 4.17% ($1.15/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.93 percentage points.

Home › Compare › JUMSF vs JEPQ

JUMSF vs JEPQ: Dividend Comparison 2026

JUMSF yields 4.17% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JUMSF wins by $2255.83M in total portfolio value· pulled ahead in Year 2

INVESTMENT

TIME HORIZON10 years

JUMSF

● Live price

4.17%

Share price

$27.50

Annual div

$1.15

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$2255.88M

Annual income

$2,156,507,022.97

Full JUMSF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — JUMSF vs JEPQ

📍 JUMSF pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	JUMSF	JEPQ
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, JUMSF + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JUMSF pays

JEPQ pays

Both pay

Neither

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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JUMSF

Annual income on $10K today (after 15% tax)

$354.36/yr

After 10yr DRIP, annual income (after tax)

$1,833,030,969.52/yr

JEPQ

Annual income on $10K today (after 15% tax)

$943.83/yr

After 10yr DRIP, annual income (after tax)

$1,829.70/yr

At 15% tax rate, JUMSF beats the other by $1,833,029,139.82/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of JUMSF + JEPQ for your $10,000?

JUMSF: 50%JEPQ: 50%

100% JEPQ50/50100% JUMSF

Portfolio after 10yr

$1127.96M

Annual income

$1,078,254,587.77/yr

Blended yield

95.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUMSF buys

JEPQ buys

No recent congressional trades found for JUMSF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJUMSFJEPQ

Forward yield	4.17%	11.10% ✓
Annual dividend / share	$1.15	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$2255.88M ✓	$44.8K
Annual income after 10y	$2,156,507,022.97 ✓	$2,152.59
Total dividends collected	$2248.80M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

Year-by-year: JUMSF vs JEPQ ($10,000, DRIP)

Year	JUMSF Portfolio	JUMSF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,534	$833.79	$11,930	$1,110.39	$396.00 → JEPQ
2← crossover	$14,139	$1,797.52	$14,133	$1,224.34	+$6.00 → JUMSF
3	$19,247	$4,118.67	$16,632	$1,340.46	+$2.6K → JUMSF
4	$31,074	$10,479.95	$19,454	$1,457.97	+$11.6K → JUMSF
5	$64,875	$31,625.87	$22,626	$1,576.08	+$42.2K → JUMSF
6	$192,831	$123,414.78	$26,175	$1,694.09	+$166.7K → JUMSF
7	$891,994	$685,663.99	$30,133	$1,811.32	+$861.9K → JUMSF
8	$6,882,888	$5,928,454.41	$34,531	$1,927.17	+$6.85M → JUMSF
9	$92,870,697	$85,506,007.59	$39,403	$2,041.08	+$92.83M → JUMSF
10	$2,255,878,669	$2,156,507,022.97	$44,787	$2,152.59	+$2255.83M → JUMSF

JUMSF vs JEPQ: Complete Analysis 2026

JUMSF — Stock

Jumbo S.A. engages in the retail sale of toys, baby products, gift articles, household products, stationery, seasonal and decoration items, books, and related products. As of April 12, 2022, the company operated 82 stores, including 53 stores in Greece, 5 stores in Cyprus, 9 stores in Bulgaria, and 15 stores in Romania. It also operates e-jumbo, an online store. In addition, the company is involved in the wholesale of toys and related products to third parties. Jumbo S.A. was incorporated in 1986 and is headquartered in Athens, Greece.

Full JUMSF Calculator →

JEPQ — ETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.